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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Geneva Partners
Lake Geneva,
Wisconsin
| $211M | -$280K | -0.1% | 10.9% | 417% | 114 | 41.23% | 1.5 |
|
| 4852 |
4852
Lagoda Investment Management
New York
| $211M | +$10.2M | +5% | 8.38% | 250% | 39 | 2.56% | 4.1 |
|
| 4853 |
4853
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $211M | +$49M | +30% | 10.3% | 94.5% | 110 | 17.27% | 1.7 |
|
| 4854 |
4854
Kendall Capital Management
Rockville,
Maryland
| $211M | +$25.7M | +14% | 9.12% | 130% | 170 | 14.12% | 2.1 |
|
| 4855 |
4855
Peninsula Asset Management
Bradenton,
Florida
| $211M | +$15.9M | +8% | 12.8% | 44.1% | 47 | 4.26% | 6 |
|
| 4856 |
4856
MTM Investment Management
Spartanburg,
South Carolina
| $210M | +$26.3M | +14% | 11.2% | 87.7% | 297 | 12.79% | 0.8 |
|
| 4857 |
4857
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $210M | -$8.51M | -4% | 2.97% | 30.7% | 49 | 10.2% | 1.4 |
|
| 4858 |
4858
Juncture Wealth Strategies
Scottsdale,
Arizona
| $210M | +$20.6M | +11% | 5.23% | 76.5% | 143 | 28.67% | 2.3 |
|
| 4859 |
4859
Investors Asset Management of Georgia
Atlanta,
Georgia
| $210M | +$17.5M | +9% | 9.18% | 118% | 178 | 6.18% | 4.5 |
|
| 4860 |
4860
Geometric Wealth Advisors
Washington,
District of Columbia
| $210M | – | – | 5.54% | 62.1% | 21 | – | 0 |
|
| 4861 |
4861
Working Capital Advisors (UK)
London,
United Kingdom
| $210M | -$152M | -42% | 52.6% | 17.1% | 1 | 0% | 1 |
|
| 4862 |
4862
Bull Street Advisors
Savannah,
Georgia
| $210M | +$15.8M | +8% | 8.61% | 48.5% | 96 | 3.13% | 2.1 |
|
| 4863 |
4863
SkyKnight Capital
San Francisco,
California
| $210M | – | – | 4.44% | 11% | 3 | – | 0 |
|
| 4864 |
4864
Elmwood Wealth Management
Berkeley,
California
| $210M | – | – | 3.45% | 42.1% | 376 | – | 1.4 |
|
| 4865 |
4865
Adirondack Trust Company
Saratoga Springs,
New York
| $210M | -$596K | -0.3% | 11.1% | 96.7% | 450 | 11.78% | 4.7 |
|
| 4866 |
4866
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $210M | +$27.8M | +15% | 15.1% | 92.4% | 486 | 21.81% | 3.3 |
|
| 4867 |
4867
Genesee Capital Advisors
Auburn,
New York
| $209M | +$6.73M | +3% | 8.46% | 107% | 123 | 18.7% | 0.3 |
|
| 4868 |
4868
Townsend Asset Management
Raleigh,
North Carolina
| $209M | +$21.1M | +11% | 10.8% | 88.5% | 213 | 4.23% | 1.6 |
|
| 4869 |
4869
Mountain Lake Investment Management
Boca Raton,
Florida
| $209M | -$21.6M | -9% | 0.76% | 64% | 32 | 34.38% | 2 |
|
| 4870 |
4870
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $209M | -$10.4M | -5% | 2.35% | 75.2% | 20 | 20% | 1.1 |
|
| 4871 |
MCM
4871
Mason Capital Management
New York
| $209M | -$1.15B | -85% | 11.9% | 18.5% | 40 | 90% | 0.6 |
|
| 4872 |
4872
Amtrust Financial Services
New York
| $209M | +$106M | +103% | 5.2% | 61.9% | 35 | 71.43% | 1.2 |
|
| 4873 |
4873
Phoenician Capital
New York
| $209M | -$25.9M | -11% | 0.28% | 41.1% | 16 | 31.25% | 1.3 |
|
| 4874 |
4874
Detalus Advisors
St. Louis,
Missouri
| $208M | +$11.4M | +6% | 8.79% | 75.7% | 134 | 13.43% | 1.4 |
|
| 4875 |
4875
Chatham Asset Management
Chatham,
New Jersey
| $208M | – | – | 59.8% | – | 4 | – | 0.5 |
|